See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,957 | $95,862-37.5% | $79,550-24.6% | $134,475-55.4% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -33.45% | -2.69%-30.8pp | 0.16%-33.6pp | 417.96%-451.4pp |
| Employer contribution / active EE | $3,619 | $3,128+15.7% | $2,413+50.0% | $4,740-23.6% |
| Participant deferral / active EE | $6,364 | $4,693+35.6% | $3,985+59.7% | $6,400-0.6% |
| Admin fee / account holder | $759 | $9,126-91.7% | $6,832-88.9% | $11,426-93.4% |